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BMSDX vs FSMDX
BMSDX vs FSMDX Comparison
Open Charts BMSDX vs FSMDX
MFS Blended Research Mid Cap Eq C
Price$14.78
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets2.34B
Fidelity Mid Cap Index
Price$37.54
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets45.78B
BMSDX vs FSMDX Comparison Chart in %
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BMSDX vs. FSMDX commentary
Dec 26, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BMSDX is a Buy and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. BMSDX (2.34B). FSMDX pays higher dividends than BMSDX: FSMDX (1.24) vs BMSDX (0.00). BMSDX was incepted earlier than FSMDX: BMSDX (9 years) vs FSMDX (14 years). BMSDX (1.67) is less costly to investors than FSMDX (0.03). BMSDX is a more actively managed with annual turnover of: 58.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than BMSDX: FSMDX (0) vs BMSDX (1000). FSMDX annual gain was more profitable for investors over the last year : 9.46 vs. BMSDX (4.60). FSMDX return over 5 years is better than : 46.87 vs. BMSDX (11.79).
| BMSDX | FSMDX | BMSDX / FSMDX | |
| Total Expense Ratio | 1.59 | 0.03 | 6,360% |
| Annual Report Gross Expense Ratio | 1.67 | 0.03 | 6,680% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 6.102 | 11.433 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 45.8B | 5% |
| Annual Yield % from dividends | 0.00 | 1.24 | - |
| Returns for 1 year | 4.60 | 9.46 | 49% |
| Returns for 3 years | 33.64 | 48.92 | 69% |
| Returns for 5 years | 11.79 | 46.87 | 25% |
| Returns for 10 years | N/A | 151.06 | - |
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